The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Align | COM | 016255101 | 34,955 | 89,349 | SH | SOLE | 77,038 | 12,311 | 0 | ||
Ansys | COM | 03662Q105 | 121,446 | 650,555 | SH | SOLE | 560,916 | 89,639 | 0 | ||
CME | COM | 12572Q105 | 62,863 | 369,328 | SH | SOLE | 318,353 | 50,975 | 0 | ||
Cognex | COM | 192422103 | 45,627 | 817,395 | SH | SOLE | 704,577 | 112,818 | 0 | ||
Edwards | COM | 28176E112 | 112,409 | 645,655 | SH | SOLE | 556,667 | 88,988 | 0 | ||
First Republic Bank | COM | 33616C100 | 108,389 | 1,129,055 | SH | SOLE | 973,483 | 155,572 | 0 | ||
Hexcel | COM | 428291108 | 95,877 | 1,429,940 | SH | SOLE | 1,232,577 | 197,363 | 0 | ||
Idexx | COM | 45168D104 | 57,426 | 230,018 | SH | SOLE | 198,324 | 31,694 | 0 | ||
Masimo | COM | 574795100 | 39,259 | 315,236 | SH | SOLE | 271,800 | 43,436 | 0 | ||
MarketAxess | COM | 57060D108 | 59,361 | 332,576 | SH | SOLE | 286,673 | 45,903 | 0 | ||
Mastercard | COM | 57636Q104 | 184,884 | 830,527 | SH | SOLE | 716,089 | 114,438 | 0 | ||
Medidata | COM | 58471A105 | 35,821 | 488,629 | SH | SOLE | 421,188 | 67,441 | 0 | ||
Mettler-Toledo | COM | 592688105 | 71,076 | 116,714 | SH | SOLE | 100,632 | 16,082 | 0 | ||
PTC | COM | 69370C100 | 45,745 | 430,782 | SH | SOLE | 371,424 | 59,358 | 0 | ||
SVB Fin Group | COM | 78486Q101 | 87,623 | 281,900 | SH | SOLE | 242,992 | 38,908 | 0 | ||
Tyler | COM | 902252105 | 85,473 | 348,786 | SH | SOLE | 300,646 | 48,140 | 0 | ||
Varian | COM | 92220P105 | 87,411 | 780,943 | SH | SOLE | 673,156 | 107,787 | 0 | ||
Verisk Analytics | COM | 92345Y106 | 97,082 | 805,322 | SH | SOLE | 694,357 | 110,965 | 0 | ||
Visa | COM | 92826C839 | 95,434 | 635,848 | SH | SOLE | 548,087 | 87,761 | 0 | ||
Waters | COM | 941848103 | 78,400 | 402,712 | SH | SOLE | 347,223 | 55,489 | 0 |